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Retirement tax questions
A Roth conversion is a distribution from the traditional IRA and a rollover to a Roth IRA, with the taxable amount being the same as if the distribution was not rolled over but not subject to any early-distribution penalty.
Other than using overrides which prevent e-filing and void TurboTax's accuracy guarantee, there is no way to get TurboTax to not use the worksheet when it thinks it should.
March 29, 2020
1:10 PM